2022 Marketplace Open Enrollment Report
Caribou Team
February 7, 2024

In preparation for and during the Marketplace Open Enrollment period, financial planning firms partnered with Caribou to initiate HPAs for clients enrolling in the Marketplace for the first time and clients already enrolled but ready to make a revision. The HPAs show financial advisors and their clients real plan costs and insights to help them make an informed decision to pick the optimal coverage for their specific needs. In this free report, you’ll discover the average savings found per analysis for all the Marketplace Open Enrollment HPAs conducted during the 2022 Open Enrollment season.

Download "Impressing High-Net-Worth Clients: A $15M Client & The Positive Impact of Healthcare Planning"

Download "Special Edition | Client Case Studies: Healthcare Planning for Less Stress & Anxiety"

Download "Caribou Case Study: J.L. Bainbridge & Co."

Download "Caribou Customer Success Stories: Sensible Financial Planning"

Download "More Than Medicare: How Healthcare Planning Helps Clients Across All Generations"

Download "Supporting Clients Through Open Enrollment: A Collection of Case Studies"

Download "Caribou Customer Success Stories: Jackson Square Capital"

Download the Q2 2023 Caribou Healthcare Planning Report

Medicare Eligible & Still Working: A Case Study on How To Save Clients Thousands When They Are Working Past 65

2024 Update
The Key to Growth for Financial Firms: Healthcare Planning

Download the Q1 2023 Caribou Healthcare Planning Report

The Financial Advisor's Guide to Healthcare and Taxes

White Paper
Financial Planning's Missing Pillar: Healthcare Planning

2022 Marketplace Open Enrollment Report


2022 Medicare Open Enrollment Report



Download the Q3 2022 | Caribou Healthcare Planning Report

Using The Most Common Life Events To Bring Healthcare Planning Into Financial Plans: A Caribou Case Study

Healthcare Planning Data Insights: Medicare Open Enrollment





Download the Q4 2022 Caribou Healthcare Planning Report

Download 2025 | The Financial Advisor's Guide to Open Enrollment


Healthcare Planning Data Insights: Marketplace Open Enrollment

Download the Q2 2022 | Caribou Healthcare Planning Report

Download The Secret to Better Client Retention for Financial Advisors: Healthcare Planning

Download Healthcare Planning & Early Retirement: A Guide for Financial Advisors

Download "From $40K in Annual Drug Costs to $4K: A Caribou Case Study"

Download Healthcare Planning 101: A Starter Guide for Financial Advisors

Download the Caribou Case Study “Over 75% Savings in Health Plan Premiums & an Avoided Crisis”

